Brookstone Capital Management
CSWC icon

Brookstone Capital Management’s Capital Southwest CSWC Stock Holding History

Brookstone Capital Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$982K Buy
42,451
+3,754
+10% +$90.7K 0.01% 709
2026
Q2 		$920K Buy
+38,697
New +$905K 0.01% 725

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Sanders Morris Harris
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Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Womack Financial
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Brookstone Capital Management's CSWC Position: Q3 2026 in Review

Brookstone Capital Management increased its Capital Southwest (CSWC) stake by 9.7% in Q3 2026, buying an estimated $90.7K and bringing the position to 42,451 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #709.

Brookstone Capital Management first reported a position in CSWC in Q2 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

  • Brookstone Capital Management held 42,451 shares of Capital Southwest worth $982K as of Q3 2026.
  • Brookstone Capital Management bought 3,754 Capital Southwest shares in Q3 2026, an estimated $90.7K.
  • Capital Southwest made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #709 holding.
  • Brookstone Capital Management first reported a position in Capital Southwest in Q2 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.